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Elevance Health

1,661 hedge funds and large institutions have $88.7B invested in Elevance Health in 2025 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 652 increasing their positions, 539 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 135

36% more call options, than puts

Call options by funds: $801M | Put options by funds: $588M

21% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 539

16% more capital invested

Capital invested by funds: $76.5B → $88.7B (+$12.2B)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

4% more funds holding

Funds holding: 1,6031,661 (+58)

0.18% more ownership

Funds ownership: 89.64%89.82% (+0.18%)

Holders
1,661
Holders Change
+58
Holders Change %
+3.62%
% of All Funds
22.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.58%
New
217
Increased
652
Reduced
539
Closed
135
Calls
$801M
Puts
$588M
Net Calls
+$214M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
376
Summit Global Investments
Utah
$8.95M -$1.77M -4,408 -18%
VCA
377
Verdence Capital Advisors
Maryland
$8.88M +$3.97M +9,886 +94%
BCAM
378
Boston Common Asset Management
Massachusetts
$8.83M +$1.44M +3,579 +21%
PMG
379
ProVise Management Group
Florida
$8.81M +$1.25M +3,104 +18%
Verition Fund Management
380
Verition Fund Management
Connecticut
$8.77M -$2.62M -6,533 -24%
HWM
381
HB Wealth Management
Georgia
$8.75M +$2.07M +5,167 +35%
MFS
382
Mirabella Financial Services
United Kingdom
$8.7M +$6.52M +16,233 +438%
OPERF
383
Oregon Public Employees Retirement Fund
Oregon
$8.65M +$4.01K +10 +0.1%
TI
384
Tidal Investments
Wisconsin
$8.63M +$2.04M +5,079 +34%
JSSH
385
J. Safra Sarasin Holding
$8.59M +$1.43M +3,567 +22%
MAM
386
Martingale Asset Management
Massachusetts
$8.44M -$3.87M -9,629 -33%
SPIA
387
Steward Partners Investment Advisory
New York
$8.43M +$976K +2,431 +14%
CCP
388
Clough Capital Partners
Massachusetts
$8.31M +$7.67M +19,110 New
MSU
389
Mizuho Securities USA
New York
$8.08M -$1.37M -3,411 -16%
IMCOOI
390
Investment Management Corp of Ontario (IMCO)
Canada
$8.05M +$40.1K +100 +0.5%
BCI
391
Brinker Capital Investments
Pennsylvania
$8.01M -$357M -890,376 -98%
OPS
392
Orion Portfolio Solutions
Nebraska
$8.01M -$357M -890,376 -98%
VanEck Associates
393
VanEck Associates
New York
$7.99M +$1.4M +3,483 +23%
UE
394
Unisphere Establishment
Liechtenstein
$7.96M
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$7.92M -$1.24M -3,100 -15%
IGAM
396
iA Global Asset Management
Quebec, Canada
$7.91M -$18.8M -46,793 -72%
GC
397
Guggenheim Capital
Illinois
$7.9M -$334K -831 -4%
AAS
398
Avantax Advisory Services
Texas
$7.85M +$936K +2,332 +15%
TRSOTSOK
399
Teachers Retirement System of the State of Kentucky
Kentucky
$7.79M +$282K +702 +4%
MNA
400
Manning & Napier Advisors
New York
$7.72M +$3.46M +8,613 +94%

ELV Hedge Fund Activity: Q1 2025 in Review

1,661 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2025, worth a combined $88.7B — up 16% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new ELV positions and 135 closed out — a net gain of 82 holders — while 652 added to existing stakes and 539 trimmed.

The largest buyer was Capital International Investors, adding an estimated $673M. The largest seller was T. Rowe Price Associates, cutting an estimated $592M.

  • 1,661 institutional investors held Elevance Health (ELV) as of Q1 2025, up from 1,603 in Q4 2024.
  • Funds reported $88.7B of Elevance Health stock for Q1 2025, up 16% quarter-over-quarter.
  • 217 funds opened new Elevance Health positions in Q1 2025 and 135 closed out, a net change of +82 holders.
  • The largest Elevance Health buyer in Q1 2025 was Capital International Investors, an estimated $673M added.
  • The largest Elevance Health seller in Q1 2025 was T. Rowe Price Associates, an estimated $592M sold.

Based on aggregated 13F filings for Q1 2025.